上季纯利呈正增长获券商看好中移动续升3% 今明放榜中电信及联通急涨8%-10%
中移动(00941.HK)第三季纯利同比录得正增长,绩後券商普遍维持看好,该股今天突破20天及10天线,现造51.45元即市高位,续升3%,成交增至2,217万股,涉资11.29亿元。
中移动公布,第三季利润按年呈正增长。累计首三季纯利按年微降0.3%至816亿人民币。期内,营收按年升1.4%至5,744亿元人民币;EBITDA按年降3.8%至2,169亿人民币。瑞银、麦格理、摩通、花旗、瑞信、大摩及美银绩後给予中移动「买入」、「增持」或「跑赢大市」评级,目标价介乎68-90元,瑞银目标价最保守。其中大摩指中移动第三季服务收入略高该行原先预期1.6%,期内纯利大致符合预期;另截至今年9月5G业务在内地渗透率12%,5G服务累计上客达1.14亿户,并指公司盈利迎来拐点正如期推进,重申「增持」评级看80元。花旗料中移动旗下移动业务於今年末季收入可持续增长,加上稳定派息指引及盈利透明度可提振其股价,维持「买入」评级看76元。
市场憧憬将於今天及明天先後放榜的联通(00762.HK)及中电信(00728.HK)第三季业绩表现理想,前者股价承昨天扭三连跌重越10天线势,今天进一步升破牛熊线(5.75元)後,升幅扩大,午後高见5.95元,现造5.93元,续涨9.8%,成交已达6,532万股;後者股价突破50天线(2.5元),最高见2.62元,暂受制牛熊线(2.71元),现造2.58元,回升8%,成交增至7,680万股。
美银上周三维持对三大中资电讯股「买入」评级,主要基於5G服务有望提升ARPU增长,以及严格控制资本支出兼估值不高,中移、中电信及联通目标价分别为90元、4元及8.8元。此外,花旗上周四也维持三大中资电讯股「买入」评级,以反映三大电讯商今年首三季建设5G基站数量大超计划,并料今年有望超额完成5G基站建设目标,并更看好中电信,主因是市场份额呈上升趋势和股息收益率超过5%。
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